Category Archives: Product Blog

Summer Kickoff Giveaway!

Summer Kickoff Giveaway!

To kick off the summer right, we’re giving away 3 months of the Premium plan as well as professional consulting for free. Premium plan available to an unlimited number of users on one firm. Professional consulting will include help in analyzing your existing business process, suggest optimizations and help you learn about new additional modules …Read more

Posted in Apptivo, Blog, Featured, General, Product Blog
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Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?

Sneak Preview: Apptivo Upgrades to Version 5.0 – Are You Ready?

We have been working very hard at Apptivo and are happy to give you a sneak peak at what’s to come in Version 5, also known as V5. If you don’t know already, V5 is a massive group of changes coming to ALL apps to improve efficiency and accessibility. Since we’re slowly rolling V5 to …Read more

Posted in Blog, Customers, Featured, Product Blog, product-updates, Upcoming Releases
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Recent Updates to Apptivo & Some Big New Announcements! May 30th Update

Recent Updates to Apptivo & Some Big New Announcements! May 30th Update

Well, we apologize about the lack of updates recently. We’ve been a bit secretive the last few weeks, because we’ve been working on some BIG changes. Over the next week, we’ll be announcing further details and giving previews into new major new initiatives: Xinnect & V5. We can’t tell you too many details quite yet, …Read more

Posted in Blog, Product Blog, Upcoming Releases
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Updates to Timesheets App & Requirements Upgraded to 4.0 – Apr 08, 2013

Updates to Timesheets App & Requirements Upgraded to 4.0 – Apr 08, 2013

We are happy to inform you about this weeks Apptivo release, which included an app upgraded to version 4.0, and also many new features, including updated interfaces in the Timesheets App. This release has also added a many new integrations between apps! Now, you can convert an estimate into a project, opportunity into project, case …Read more

Posted in Blog, Product Blog, product-updates, Upcoming Releases
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New Mobile CRM App Available on Android Phones & Tablets

New Mobile CRM App Available on Android Phones & Tablets

We have a special Friday delivery for the Apptivo community… Our new mobile CRM has finally arrived! This app was completed and submitted to both the Apple App Store, and the Google Play Store yesterday (April 4th). For the Android users out there, the app is already available for download right now. Head on over …Read more

Posted in Apptivo, Blog, Mobile App, Product Blog
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Sneak Preview: Mobile CRM App for iPhone & Android (and Tablets!)

Sneak Preview: Mobile CRM App for iPhone & Android (and Tablets!)

We are very excited to announce our new mobile app, which will deliver the power of Apptivo’s CRM system directly to your mobile phone or tablet! This will be the first mobile application built in our new technology, which will introduce each one of Apptivo’s business applications into a single native app that can be …Read more

Posted in Apptivo, Blog, Mobile App, Product Blog, Upcoming Releases

Loyalty Management & Surveys Apps in 4.0, Updates to CRM Apps – Mar 25, 2013

Loyalty Management & Surveys Apps in 4.0, Updates to CRM Apps – Mar 25, 2013

We are happy to inform you about this week’s Apptivo release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. Never worry about accidentally deleting data again, as we have now introduced a “deleted” area in the contacts app; here you can find contacts that you’ve recently deleted, and …Read more

Posted in Blog, Product Blog, product-updates, Upcoming Releases
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Implementing a Product Sales Process using Apptivo Apps

Implementing a Product Sales Process using Apptivo Apps

Glocial Machineries would like to track their company product sales. The process would start from scratch till they get paid from a customer. This is for machinery sale to a customer. Apptivo apps definitely help Glocial machineries to track their product sale. Integration would allow them to move one step to another that is one …Read more

Posted in Blog, Estimates, Invoices, Leads, Opportunities, Orders, Product Blog
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The Difference Between Leads & Opportunities in Your Sales Process

The Difference Between Leads & Opportunities in Your Sales Process

If you are new to CRM (customer relationship management) or sales force automation, you may not be familiar with the terms Lead and Opportunity. In this post well break down the differences between these objects, and how to properly configure your apps in Apptivos online crm software. Keep in mind that every business will classify …Read more

Posted in Blog, Leads, Opportunities, Product Blog
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Patents, Receivables, Ledger & Fund Raising App in Version 4.0 – Mar 11, 2013

Patents, Receivables, Ledger & Fund Raising App in Version 4.0 – Mar 11, 2013

We are happy to inform this week Apptivos release, which included several apps upgraded to version 4.0, improved user interfaces, and many new features. You’ll find an improved interface for some of our global features such as email, notes, and tasks. These upgrades include details like a new draft system for emails, and we’ve provided …Read more

Posted in Blog, Product Blog, product-updates, Upcoming Releases
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